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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,479 | $138,114-8.4% | $125,391+0.9% | $134,545-6.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.75% | 750.88%-770.6pp | 572.41%-592.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $2,916 | $5,246-44.4% | $4,816-39.5% | $4,742-38.5% |
| Participant deferral / active EE | $6,107 | $7,801-21.7% | $7,448-18.0% | $6,401-4.6% |
| Admin fee / account holder | $6,165 | $11,570-46.7% | $10,009-38.4% | $11,431-46.1% |